Set Up a Lightning UI Expense Report

Overview

An expense report is a form of document that contains all the expenses that an individual has incurred that needs to be billed and/or reimbursed. The steps below provide some initial setups that are required for using Expense Reports in the Lightning UI.

Set Up a Lightning UI Expense Report

Display an Expense Report record.

Click the Gear icon and select Edit Object.

From the Expense Report object, select Buttons, Links, and Actions.

Edit the Edit label.

Select the No override (use default) radio button.

Click Save.

Repeat steps 4-6 for the New label and the View label.

From an Expense detail record, click the Gear icon and select Edit Page.